Morgan Stanley
MS- 交易所
- NYSE
- 產業
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000895421
近 90 天，Morgan Stanley 內部人申報 0 筆公開市場買進、3 筆賣出；2026 年第 2 季末有 2,746 家機構在 13F 申報持有，市值合計 $2,817 億；維京全球投資和索羅斯基金管理兩位大師持有。
2025 年第 2 季 13F 持有人
Morgan Stanley 在 2025/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 2,209
- 較 2025 年第 1 季 +132 家
- 持有股數
- 13.5 億
- 較 2025 年第 1 季 −993.5 萬 (−0.7%)
- 總市值
- $1,906 億
- 較 2025 年第 1 季 +$317.3 億 (+20.0%)
- 新進機構
- 249
- 另有 895 家加碼
- 清倉機構
- 117
- 另有 772 家減碼
另有 27 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 MS 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,746 | $2,817 億 |
| 2026 年第 1 季 | 2,514 | $2,180 億 |
| 2025 年第 4 季 | 2,533 | $2,394 億 |
| 2025 年第 3 季 | 2,266 | $2,119 億 |
| 2025 年第 2 季 | 2,209 | $1,906 億 |
| 2025 年第 1 季 | 2,104 | $1,591 億 |
| 2024 年第 4 季 | 2,118 | $1,709 億 |
| 2024 年第 3 季 | 1,875 | $1,411 億 |
| 2024 年第 2 季 | 1,829 | $1,312 億 |
| 2024 年第 1 季 | 1,799 | $1,278 億 |
| 2023 年第 4 季 | 1,761 | $1,283 億 |
| 2023 年第 3 季 | 1,671 | $1,127 億 |
| 2023 年第 2 季 | 1,689 | $1,187 億 |
| 2023 年第 1 季 | 1,674 | $1,241 億 |
| 2022 年第 4 季 | 1,682 | $1,202 億 |
| 2022 年第 3 季 | 1,586 | $1,127 億 |
| 2022 年第 2 季 | 1,607 | $1,096 億 |
| 2022 年第 1 季 | 1,673 | $1,291 億 |
| 2021 年第 4 季 | 1,716 | $1,469 億 |
| 2021 年第 3 季 | 1,592 | $1,488 億 |
| 2021 年第 2 季 | 1,550 | $1,437 億 |
| 2021 年第 1 季 | 1,516 | $1,237 億 |
2025 年第 2 季持有機構
每家機構持有 Morgan Stanley 的股數、市值與佔組合比重；股數變化跟 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| United Bank | 4,500 | $63.4 萬 | 0.08% | 00.0% | 不變 |
| TFR Capital, LLC. | 4,500 | $63.4 萬 | 0.23% | +477+11.9% | 加碼 |
| Smithfield Trust Co | 4,524 | $63.5 萬 | 0.03% | 00.0% | 不變 |
| West Oak Capital, LLC | 4,515 | $63.6 萬 | 0.25% | 00.0% | 不變 |
| Powell Investment Advisors, LLC | 4,520 | $63.7 萬 | 0.24% | +31+0.7% | 加碼 |
| Sovereign Financial Group, Inc. | 4,525 | $63.7 萬 | 0.13% | +4,525 | 新進 |
| Bell & Brown Wealth Advisors, LLC | 4,528 | $63.8 萬 | 0.23% | +23+0.5% | 加碼 |
| Autumn Glory Partners, LLC | 4,535 | $63.9 萬 | 0.30% | 00.0% | 不變 |
| Renaissance Investment Group LLC | 4,550 | $64.1 萬 | 0.14% | 00.0% | 不變 |
| Shell Asset Management Co | 4,556 | $64.2 萬 | 0.02% | +2,560+128.3% | 加碼 |
| Flagship Harbor Advisors, LLC | 4,567 | $64.3 萬 | 0.03% | +87+1.9% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 4,586 | $64.6 萬 | 0.08% | +43+0.9% | 加碼 |
| Insight 2811, Inc. | 4,596 | $64.7 萬 | 0.31% | −15−0.3% | 減碼 |
| Apriem Advisors | 4,620 | $65.1 萬 | 0.07% | +380+9.0% | 加碼 |
| Integrated Investment Consultants, LLC | 4,631 | $65.2 萬 | 0.13% | +2,734+144.1% | 加碼 |
| Roundview Capital LLC | 4,645 | $65.4 萬 | 0.04% | +310+7.2% | 加碼 |
| Fortem Financial Group, LLC | 4,648 | $65.5 萬 | 0.21% | −10−0.2% | 減碼 |
| Arcataur Capital Management LLC | 4,649 | $65.5 萬 | 0.20% | +22+0.5% | 加碼 |
| Perennial Investment Advisors, LLC | 4,664 | $65.7 萬 | 0.06% | −1,163−20.0% | 減碼 |
| Willner & Heller, LLC | 4,665 | $65.7 萬 | 0.55% | +32+0.7% | 加碼 |
| DT Investment Partners, LLC | 4,672 | $65.8 萬 | 0.06% | 00.0% | 不變 |
| YANKCOM Partnership | 4,715 | $66.4 萬 | 0.32% | +728+18.3% | 加碼 |
| Connecticut Wealth Management, LLC | 4,721 | $66.5 萬 | 0.03% | −29−0.6% | 減碼 |
| Ledyard National Bank | 4,722 | $66.5 萬 | 0.06% | +131+2.9% | 加碼 |
| Souders Financial Advisors | 4,731 | $66.6 萬 | 0.08% | +712+17.7% | 加碼 |
| Copley Financial Group, Inc. | 4,761 | $67.1 萬 | 0.50% | −504−9.6% | 減碼 |
| Texas Bank & Trust Co | 4,784 | $67.4 萬 | 0.27% | 00.0% | 不變 |
| Investor's Fiduciary Advisor Network, LLC | 4,789 | $67.4 萬 | 0.25% | +1,045+27.9% | 加碼 |
| First Foundation Advisors | 4,786 | $67.4 萬 | 0.02% | −750−13.5% | 減碼 |
| Orca Investment Management, LLC | 4,793 | $67.5 萬 | 0.61% | −6−0.1% | 減碼 |
| Shufro Rose & Co LLC | 5,789 | $67.5 萬 | 0.05% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 4,812 | $67.8 萬 | 0.08% | −543−10.1% | 減碼 |
| Baker Avenue Asset Management, LP | 4,819 | $67.9 萬 | 0.02% | +658+15.8% | 加碼 |
| Intrua Financial, LLC | 4,840 | $68.2 萬 | 0.10% | −659−12.0% | 減碼 |
| Inscription Capital, LLC | 4,861 | $68.5 萬 | 0.10% | −2,017−29.3% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 4,864 | $68.5 萬 | 0.00% | 00.0% | 不變 |
| First County Bank | 4,884 | $68.8 萬 | 0.37% | −184−3.6% | 減碼 |
| Boston Private Wealth LLC | 4,902 | $69.1 萬 | 0.04% | +4,902 | 新進 |
| Lebenthal Global Advisors, LLC | 4,930 | $69.4 萬 | 0.13% | +199+4.2% | 加碼 |
| Register Financial Advisors LLC | 4,932 | $69.5 萬 | 0.30% | +86+1.8% | 加碼 |
| Peoples Bank | 4,945 | $69.7 萬 | 0.43% | +250+5.3% | 加碼 |
| Coign Capital Advisors LLC | 4,949 | $69.7 萬 | 0.47% | +97+2.0% | 加碼 |
| Lazari Capital Management, Inc. | 4,978 | $70.1 萬 | 0.26% | −469−8.6% | 減碼 |
| De Lisle Partners LLP | 5,000 | $70.4 萬 | 0.10% | 00.0% | 不變 |
| Arista Wealth Management, LLC | 5,000 | $70.4 萬 | 0.10% | +400+8.7% | 加碼 |
| Pinnacle Bancorp, Inc. | 5,022 | $70.7 萬 | 0.22% | +75+1.5% | 加碼 |
| BKD Wealth Advisors, LLC | 5,031 | $70.9 萬 | 0.02% | −77−1.5% | 減碼 |
| Evexia Wealth LLC | 5,044 | $71.0 萬 | 0.22% | −863−14.6% | 減碼 |
| Cooper Financial Group | 5,049 | $71.1 萬 | 0.08% | +22+0.4% | 加碼 |
| Legacy Capital Group California, Inc. | 5,051 | $71.1 萬 | 0.20% | −194−3.7% | 減碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 5,053 | $71.2 萬 | 0.81% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 5,054 | $71.2 萬 | 0.06% | +270+5.6% | 加碼 |
| Anchor Investment Management, LLC | 5,062 | $71.3 萬 | 0.06% | −949−15.8% | 減碼 |
| First Dallas Securities Inc. | 5,062 | $71.3 萬 | 0.28% | 00.0% | 不變 |
| Signature Estate & Investment Advisors LLC | 5,063 | $71.3 萬 | 0.02% | −1,748−25.7% | 減碼 |
| Wealth Effects LLC | 5,075 | $71.5 萬 | 0.27% | −100−1.9% | 減碼 |
| Quotient Wealth Partners, LLC | 5,082 | $71.6 萬 | 0.02% | +1,110+27.9% | 加碼 |
| Strategic Financial Services, Inc, | 5,082 | $71.6 萬 | 0.04% | 00.0% | 不變 |
| Northeast Financial Consultants Inc | 5,085 | $71.6 萬 | 0.03% | 00.0% | 不變 |
| Forte Capital LLC | 5,094 | $71.8 萬 | 0.08% | +537+11.8% | 加碼 |
| Addison Advisors LLC | 5,094 | $71.8 萬 | 0.18% | +44+0.9% | 加碼 |
| Argus Investors' Counsel, Inc. | 5,100 | $71.8 萬 | 0.51% | 00.0% | 不變 |
| Vivaldi Capital Management, LLC | 5,127 | $72.2 萬 | 0.11% | −33−0.6% | 減碼 |
| Empower Advisory Group, LLC | 5,132 | $72.3 萬 | 0.00% | +617+13.7% | 加碼 |
| Bell Bank | 5,133 | $72.3 萬 | 0.03% | 00.0% | 不變 |
| Chapin Davis, Inc. | 5,140 | $72.4 萬 | 0.20% | −391−7.1% | 減碼 |
| Gibraltar Capital Management, Inc. | 5,146 | $72.5 萬 | 0.14% | 00.0% | 不變 |
| Palacios Wealth Management, LLC | 5,150 | $72.5 萬 | 0.60% | +5,150 | 新進 |
| Woodmont Investment Counsel LLC | 5,151 | $72.6 萬 | 0.05% | +66+1.3% | 加碼 |
| Strategic Wealth Partners, Ltd. | 5,159 | $72.7 萬 | 0.06% | +5,159 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 5,160 | $72.7 萬 | 0.03% | −5,051−49.5% | 減碼 |
| SGL Investment Advisors, Inc. | 5,204 | $73.4 萬 | 0.35% | +2,659+104.5% | 加碼 |
| Baron Wealth Management LLC | 5,216 | $73.5 萬 | 0.26% | +406+8.4% | 加碼 |
| Breed's Hill Capital LLC | 5,217 | $73.5 萬 | 0.35% | +21+0.4% | 加碼 |
| AdvisorNet Financial, Inc | 5,221 | $73.5 萬 | 0.05% | −119−2.2% | 減碼 |
| Canopy Partners, LLC | 5,224 | $73.6 萬 | 0.27% | −202−3.7% | 減碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 5,230 | $73.7 萬 | 0.62% | +2,509+92.2% | 加碼 |
| Integris Wealth Management, LLC | 5,231 | $73.7 萬 | 0.19% | 00.0% | 不變 |
| Fort Sheridan Advisors LLC | 5,257 | $74.1 萬 | 0.11% | +10.0% | 加碼 |
| GeoWealth Management, LLC | 5,292 | $74.5 萬 | 0.03% | −925−14.9% | 減碼 |
| Transamerica Financial Advisors, Inc. | 5,293 | $74.5 萬 | 0.07% | −238−4.3% | 減碼 |
| AlphaStar Capital Management, LLC | 5,297 | $74.6 萬 | 0.05% | +5,297 | 新進 |
| Two Sigma Securities, LLC | 5,310 | $74.8 萬 | 0.09% | −1,867−26.0% | 減碼 |
| Northern Financial Advisors Inc | 5,327 | $75.0 萬 | 0.56% | +91+1.7% | 加碼 |
| Perpetual Ltd | 5,330 | $75.1 萬 | 0.01% | −1,954−26.8% | 減碼 |
| 1832 Asset Management L.P. | 5,336 | $75.2 萬 | 0.00% | +90+1.7% | 加碼 |
| Soltis Investment Advisors LLC | 5,348 | $75.3 萬 | 0.06% | +2,094+64.4% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 5,359 | $75.5 萬 | 0.03% | +16+0.3% | 加碼 |
| Atlantic Union Bankshares Corp | 5,360 | $75.5 萬 | 0.02% | +2,412+81.8% | 加碼 |
| Bank of New Hampshire | 5,368 | $75.6 萬 | 0.19% | −510−8.7% | 減碼 |
| One Capital Management, LLC | 5,371 | $75.7 萬 | 0.03% | +1,427+36.2% | 加碼 |
| Chase Investment Counsel Corp | 5,398 | $76.0 萬 | 0.24% | −134−2.4% | 減碼 |
| Arbor Investment Advisors, LLC | 5,398 | $76.0 萬 | 0.10% | +3+0.1% | 加碼 |
| Bearing Point Capital, LLC | 5,407 | $76.2 萬 | 0.14% | −196−3.5% | 減碼 |
| Johnson & White Wealth Management, LLC | 5,428 | $76.5 萬 | 0.39% | +581+12.0% | 加碼 |
| Heritage Wealth Advisors | 5,431 | $76.5 萬 | 0.04% | +5+0.1% | 加碼 |
| Barlow Wealth Partners, Inc. | 5,364 | $76.6 萬 | 0.09% | −100−1.8% | 減碼 |
| Nichols & Pratt Advisers LLP | 5,445 | $76.7 萬 | 0.05% | +3,500+179.9% | 加碼 |
| Red Lighthouse Investment Management, LLC | 5,454 | $76.8 萬 | 0.29% | −548−9.1% | 減碼 |
| L2 Asset Management, LLC | 5,471 | $77.1 萬 | 0.13% | +266+5.1% | 加碼 |